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Liquid Cooling

Liquid cooling replaces air with fluid to carry heat away from dense accelerator racks that air can no longer handle. It has moved from a niche technique to a requirement for new AI capacity.

9 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
51
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$94M -$13.5M 1 5.4% Reduced
52
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$92.9M -$35.2M 3 1.19% Reduced
53
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$92.2M -$32.6M 1 0.94% Reduced
54
Deutsche Bank
Deutsche Bank
Germany
$92.1M -$11.3M 4 0.06% Reduced
55
Janus Henderson Group
Janus Henderson Group
$90.8M +$51M 4 0.06% Increased
56
Amundi
Amundi
France
$88.3M +$19.9M 3 0.04% Increased
57
IP
Interval Partners
New York
$86.7M +$14.4M 1 2.61% Increased
58
Nordea Investment Management
Nordea Investment Management
Sweden
$86M +$27M 3 0.12% Increased
59
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$84.7M +$206K 1 1.3% Increased
60
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$80.7M +$47.1M 3 0.3% Increased
61
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$80.3M +$9.69K 5 0.09% Increased
62
Credit Suisse
Credit Suisse
Switzerland
$80.3M -$7.2M 4 0.08% Reduced
63
Close Asset Management
Close Asset Management
United Kingdom
$78.5M +$81.1M 1 4.05% Increased
64
Viking Global Investors
Viking Global Investors
Connecticut
$74.9M +$77.5M 1 0.3% New
65
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$74.2M -$4.84M 5 0.02% Reduced
66
Envestnet Asset Management
Envestnet Asset Management
Illinois
$70.5M +$20.5M 4 0.03% Increased
67
Driehaus Capital Management
Driehaus Capital Management
Illinois
$67.3M +$18M 3 0.88% Increased
68
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$65.3M -$322K 2 0.08% Reduced
69
Victory Capital Management
Victory Capital Management
Texas
$63.3M -$16.5M 4 0.07% Reduced
70
Two Sigma Advisers
Two Sigma Advisers
New York
$62.8M -$30.5M 3 0.16% Reduced
71
First Trust Advisors
First Trust Advisors
Illinois
$61.6M -$7.7M 4 0.07% Reduced
72
Commerce Bank
Commerce Bank
Missouri
$59.6M +$4.7M 2 0.47% Increased
73
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$58.7M +$10.5M 3 0.46% Increased
74
M&T Bank
M&T Bank
New York
$58.6M -$3.2M 3 0.23% Reduced
75
AMF Tjänstepension
AMF Tjänstepension
Sweden
$58.6M -$18.1M 1 0.57% Reduced